EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.56M
3
+$4.32M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.14M
5
AAPL icon
Apple
AAPL
+$2.46M

Top Sells

1
+$1.08M
2
+$815K
3
+$683K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$645K
5
IIIV icon
i3 Verticals
IIIV
+$601K

Sector Composition

1 Technology 12.9%
2 Financials 6.71%
3 Healthcare 5.35%
4 Industrials 4.9%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$19K ﹤0.01%
70
+44
927
$19K ﹤0.01%
448
+332
928
$19K ﹤0.01%
223
-877
929
$18K ﹤0.01%
+480
930
$18K ﹤0.01%
318
931
$18K ﹤0.01%
92
-4
932
$18K ﹤0.01%
250
933
$18K ﹤0.01%
598
-1,421
934
$18K ﹤0.01%
1,083
+143
935
$18K ﹤0.01%
1,162
-523
936
$18K ﹤0.01%
797
-250
937
$18K ﹤0.01%
97
+29
938
$18K ﹤0.01%
478
-386
939
$18K ﹤0.01%
813
+167
940
$18K ﹤0.01%
91
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941
$18K ﹤0.01%
500
942
$18K ﹤0.01%
106
+30
943
$18K ﹤0.01%
113
944
$18K ﹤0.01%
540
+397
945
$18K ﹤0.01%
53
+21
946
$17K ﹤0.01%
+261
947
$17K ﹤0.01%
+1,262
948
$17K ﹤0.01%
+206
949
$17K ﹤0.01%
+823
950
$17K ﹤0.01%
2,106
36 37
38
39 40